Adding customers will allow you to do multiple things, such as making special orders, create memberships, and keep track of the people that shop at your store regularly. There are multiple screens where you can add customers, but in this article we'll look at adding customers from the sales screen. To see how to add a customer from the customer maintenance screen, see How to Add a Customer from The Maintenance Screen.
Step-by-step guide
1. Go to Operations > Sales > Sales.
2. Enter the customer name in the Customer field, then press Enter. A window will prompt you to add a new customer. Click on Yes.
3. In the Add New Customer screen, enter customer information such as Title, Name, Address and Phone Number(s). Click Save when finished.
4. The new customer will be added to the Sales screen.
